+27.7%
ODFL vs SWK
+87.6%
-59.9%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +13.1% | -12.1% | -5.0% |
| 7D | +3.5% | +17.9% | -14.4% | -4.8% |
| 30D | 0.0% | +31.9% | -31.9% | -13.3% |
| 3M | -18.1% | +16.6% | -34.6% | -24.3% |
| 6M | -6.4% | +61.1% | -67.5% | -29.4% |
| YTD | +14.9% | +64.2% | -49.3% | -14.8% |
| 1Y | +27.7% | +85.2% | -57.5% | -12.6% |
| All | +27.7% | +87.6% | -59.9% | -12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded SWK wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling